Client Challenge
Following the merger of three legacy subsidiaries, a private‑equity‑owned investment software and support company embarked on a full enterprise resource planning (ERP) data migration to support its newly integrated operating model. The organization needed to move historical financial data from six separate QuickBooks environments into a single NetSuite instance ahead of a hard cutover date.
Each legacy system reflected different accounting structures, reporting assumptions, and master data definitions. Beyond simply moving balances, the client needed clean, auditable data aligned to a unified chart of accounts, vendor master, and customer master that could support scalable reporting and future growth. Ankura was engaged as the data partner to manage the migration and reduce execution risk during this critical transition.
